Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC SHORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-214K- 98.59% |
$15.9M - $16.4M
|
3.06K
$237K
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-233KClosed |
$17.4M - $17.9M
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-239K- 48.48% |
$17.8M - $18.3M
|
254K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-242K- 5.58% |
$18M - $18.5M
|
4.09M
$316M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-274K- 94.13% |
$20.5M - $21.1M
|
17.1K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-298K- 3.17% |
$22.2M - $22.8M
|
9.1M
$704M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-310K- 45.76% |
$23.1M - $23.8M
|
367K
$28.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-327K- 8.01% |
$24.4M - $25.1M
|
3.75M
$290M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-333K- 35.58% |
$24.8M - $25.5M
|
602K
$46.6M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-400K- 53.4% |
$29.9M - $30.7M
|
349K
$27M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-401K- 53.92% |
$29.9M - $30.8M
|
343K
$26.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-449K- 1.41% |
$33.6M - $34.5M
|
31.5M
$2.43B
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-454K- 92.79% |
$33.9M - $34.8M
|
35.3K
$2.73M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-520K- 4.55% |
$38.8M - $39.9M
|
10.9M
$844M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-542K- 44.79% |
$40.5M - $41.6M
|
668K
$51.6M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-674K- 12.53% |
$50.4M - $51.8M
|
4.71M
$364M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-776K- 95.71% |
$58M - $59.6M
|
34.8K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-880K- 6.76% |
$65.7M - $67.6M
|
12.1M
$938M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.11M- 96.92% |
$82.9M - $85.2M
|
35.3K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.21M- 43.3% |
$90.2M - $92.7M
|
1.58M
$122M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.43M- 84.54% |
$107M - $110M
|
262K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.86M- 70.59% |
$139M - $143M
|
776K
$60M
|